KBH · Kb Home · Earnings Call Transcripts & Audio
$46.47
-0.95 (-2.00%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$2.94B
Shares
61.31M
Volume · Sep 30
1.09M
Avg daily vol (3M)
1.21M
Kb Home Earnings Call Transcripts
Quarterly earnings calls for Kb Home (KBH), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲15.8%
$1.94B
$216.41M
'22 Q4
23-01-11
▼1%
$1.38B
$125.50M
'23 Q1
23-03-22
▲2.6%
$1.77B
$164.44M
'23 Q2
23-06-21
▼14%
$1.59B
$149.93M
'23 Q3
23-09-20
▼13.7%
$1.67B
$150.30M
'23 Q4
24-01-10
▲6%
$1.47B
$138.66M
'24 Q1
24-03-20
▼3.1%
$1.71B
$168.42M
'24 Q2
24-06-18
▲10.4%
$1.75B
$157.33M
'24 Q3
24-09-24
▲19.5%
$2.00B
$190.60M
'24 Q4
25-01-13
▼5.2%
$1.39B
$109.56M
'25 Q1
25-03-24
▼10.5%
$1.53B
$107.88M
'25 Q2
25-06-23
▼7.5%
$1.62B
$109.83M
'25 Q3
25-09-24
▼15.3%
$1.69B
$101.52M
'25 Q4
25-12-18
▼22.6%
$1.08B
$33.42M
'26 Q1
26-03-24
LATEST
▼27.3%
$1.11B
$27.35M
'26 Q2
26-06-23
Earnings call
FY26 · Q3
2026-09-22
Kb Home (KBH) Q3 2026 Earnings Call Transcript
Cautious tone
Q4 gross margin and ASP guidance reduction
Northern California contribution and mix
Southern California market weakness
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-06-23
Kb Home (KBH) Q2 2026 Earnings Call Transcript
Positive tone
Return to built-to-order (BTO) model
Gross margin and profitability
Land acquisition and pipeline
Revenue
$1.11B
▼ 27.3% YoY Diluted EPS
$0.43
▼ 71.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-03-24
Kb Home (KBH) Q1 2026 Earnings Call Transcript
Positive tone
Built-to-order (BTO) strategy shift
Leadership transition
Gross margin improvement
Revenue
$1.08B
▼ 22.6% YoY Diluted EPS
$0.52
▼ 65.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-12-18
Kb Home (KBH) Q4 2025 Earnings Call Transcript
Positive tone
Community count expansion
Operational efficiency and cycle times
Built-to-order mix shift
Revenue
$1.69B*
▼ 15.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-09-24
Kb Home (KBH) Q3 2025 Earnings Call Transcript
Positive tone
Q4 outlook and guidance
Shareholder capital returns
Operational execution and build times
Revenue
$1.62B
▼ 7.5% YoY Diluted EPS
$1.61
▼ 21.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-06-23
Kb Home (KBH) Q2 2025 Earnings Call Transcript
Balanced tone
Operational Execution and Build Times
Pricing and Incentives Strategy
Capital Return and Balance Sheet
Revenue
$1.53B
▼ 10.5% YoY Diluted EPS
$1.50
▼ 30.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-03-24
Kb Home (KBH) Q1 2025 Earnings Call Transcript
Balanced tone
Gross margin and operating income
Spec versus build-to-order mix
Net orders and absorption pace
Revenue
$1.39B
▼ 5.2% YoY Diluted EPS
$1.49
▼ 15.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-13
Kb Home (KBH) Q4 2024 Earnings Call Transcript
Positive tone
Cancellations and Buyer Quality
Operational Execution and Build Times
Southern California Fires
Revenue
$2.00B*
▲ 19.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-09-24
Kb Home (KBH) Q3 2024 Earnings Call Transcript
Positive tone
Pricing strategy
Mortgage rates and affordability
Demand and net orders
Revenue
$1.75B
▲ 10.4% YoY Diluted EPS
$2.04
▲ 13.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-06-18
Kb Home (KBH) Q2 2024 Earnings Call Transcript
Positive tone
Demand and net orders
Gross margin outlook
Land position and lot pipeline
Revenue
$1.71B
▼ 3.1% YoY Diluted EPS
$2.15
▲ 10.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-03-20
Kb Home (KBH) Q1 2024 Earnings Call Transcript
Confident tone
Backlog and Revenue Guidance
Build Times and Construction Efficiency
Net Orders and Demand Momentum
Revenue
$1.47B
▲ 6% YoY Diluted EPS
$1.76
▲ 21.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-10
Kb Home (KBH) Q4 2023 Earnings Call Transcript
Confident tone
Build-to-order model and backlog
First quarter 2024 demand trends
Build times improvement
Revenue
$1.67B*
▼ 13.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-09-20
Kb Home (KBH) Q3 2023 Earnings Call Transcript
Revenue
$1.59B
▼ 14% YoY Diluted EPS
$1.80
▼ 37.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-06-21
Kb Home (KBH) Q2 2023 Earnings Call Transcript
Revenue
$1.77B
▲ 2.6% YoY Diluted EPS
$1.94
▼ 16.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-03-22
Kb Home (KBH) Q1 2023 Earnings Call Transcript
Revenue
$1.38B
▼ 1% YoY Diluted EPS
$1.45
▼ 1.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-11
Kb Home (KBH) Q4 2022 Earnings Call Transcript
Revenue
$1.94B*
▲ 15.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-09-21
Kb Home (KBH) Q3 2022 Earnings Call Transcript
Revenue
$1.84B
▲ 25.8% YoY Diluted EPS
$2.86
▲ 78.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-06-22
Kb Home (KBH) Q2 2022 Earnings Call Transcript
Revenue
$1.72B
▲ 19.4% YoY Diluted EPS
$2.32
▲ 54.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-03-23
Kb Home (KBH) Q1 2022 Earnings Call Transcript
Revenue
$1.40B
▲ 22.5% YoY Diluted EPS
$1.47
▲ 44.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-12
Kb Home (KBH) Q4 2021 Earnings Call Transcript
Revenue
$1.68B*
▲ 40.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-09-22
Kb Home (KBH) Q3 2021 Earnings Call Transcript
Revenue
$1.47B
▲ 46.9% YoY Diluted EPS
$1.60
▲ 92.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-06-23
Kb Home (KBH) Q2 2021 Earnings Call Transcript
Revenue
$1.44B
▲ 57.7% YoY Diluted EPS
$1.50
▲ 172.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-03-24
Kb Home (KBH) Q1 2021 Earnings Call Transcript
Revenue
$1.14B
▲ 6.1% YoY Diluted EPS
$1.02
▲ 61.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-12
Kb Home (KBH) Q4 2020 Earnings Call Transcript
Revenue
$1.19B
▼ 23.4% YoY Diluted EPS
$1.12
▼ 14.5% YoY Gross margin
20.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-09-22
Kb Home (KBH) Q3 2020 Earnings Call Transcript
Revenue
$999.01M
▼ 13.9% YoY Diluted EPS
$0.83
▲ 13.7% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-06-24
Kb Home (KBH) Q2 2020 Earnings Call Transcript
Revenue
$913.97M
▼ 10.6% YoY Diluted EPS
$0.55
▲ 7.8% YoY Gross margin
18.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-03-26
Kb Home (KBH) Q1 2020 Earnings Call Transcript
Revenue
$1.08B
▲ 32.6% YoY Diluted EPS
$0.63
▲ 103.2% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-09
Kb Home (KBH) Q4 2019 Earnings Call
Revenue
$1.56B
▲ 15.6% YoY Diluted EPS
$1.31
▲ 36.5% YoY Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls